See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,121 | $178,174-57.8% | $156,181-51.9% | $137,256-45.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 31.80% | 84.19%-52.4pp | 64.87%-33.1pp | 220.34%-188.5pp |
| Employer contribution / active EE | $9,660 | $4,972+94.3% | $4,294+125.0% | $4,156+132.4% |
| Participant deferral / active EE | $26,800 | $6,888+289.1% | $6,132+337.0% | $6,407+318.3% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |